Proposal example · Workplace wellness

Business Proposal Template: B2B Service Program

A 6-page business proposal: executive summary, the client's challenge, solution, three packages, itemized price, launch plan, about us, testimonials and terms.

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At a glance

This proposal in numbers

About this example

This example is the business proposal a workplace wellness company sends a logistics employer near Boston: a 12-month program for 420 employees across two warehouses and three shifts, with an app, on-site health screenings, monthly workshops and team challenges, run by a named program manager.

It follows the structure most business proposals share, so it works as a template for almost any business-to-business service. An executive summary states the client's goal, the proposal and the investment in three short paragraphs. The challenge is shown in the client's own numbers, and the solution in four parts. Three packages let the client choose the level of service, and the itemized price shows the recommended one line by line. The proposal then sets out a five-week launch plan, a short history of the company, two client testimonials, terms on the contract length, billing, privacy and cancellation, and a signature block with next steps.

Who it is for

Small and mid-sized businesses that sell services to other companies and need a clear, persuasive business proposal they can adapt.

Inside and how to use it

What this example contains, and how to make it yours

What's inside

  • An executive summary with the goal, the proposal and the investment
  • The client's challenge in numbers and the solution in four parts
  • Three packages with what each includes
  • An itemized price for the recommended package
  • A launch timeline, company background and testimonials
  • Terms, signatures and next steps

How to adapt it

  • Write the executive summary last, in three sentences
  • Use the client's own figures to describe the problem
  • Offer packages, then price the one you recommend in detail
  • Close with dates for the first steps after signing

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